Recruiting Monthly Tool
Upload Meetings CSV + Follow Up Boss CSV → toggle your monthly answers + show rate + method %.
1) Meetings CSV
Google Sheet export
Expected columns include: First, Last, Meeting Set For, Outcome, Notes, Meeting Had, and new source columns like Source - Email / Text / Event / Refferal / Call / Long Nurture / Social Media
2) Follow Up Boss CSV
Monthly activity export
Works best if your CSV includes columns like New Leads, Calls, Emails, Texts, Notes, Tasks Completed, Appointments Set, Appointments.
If Meeting Set For is like 2/18 (no year), we use the Year above.
